MDSL
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M.D. Sass LLC’s Amphenol APH Stock Holding History

M.D. Sass LLC’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Buy
127,814
+15,450
+14% +$1.11M 0.74% 26
2026
Q1 		$7.1M Sell
112,364
-200
-0.2% -$14.1K 0.54% 28
2025
Q4 		$7.61M Sell
112,564
-560,230
-83% -$37.5M 0.6% 23
2025
Q3 		$41.6M Sell
672,794
-536,802
-44% -$29.5M 3.39% 16
2025
Q2 		$59.7M Sell
1,209,596
-881,136
-42% -$36M 4.81% 12
2025
Q1 		$68.6M Buy
+2,090,732
New +$71.3M 6.04% 1

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

M.D. Sass LLC's APH Position: Q2 2026 in Review

M.D. Sass LLC increased its Amphenol (APH) stake by 14% in Q2 2026, buying an estimated $1.11M and bringing the position to 127,814 shares worth $11.3M. The position accounts for 0.74% of the portfolio, ranked #26.

M.D. Sass LLC first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $68.6M in Q1 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • M.D. Sass LLC held 127,814 shares of Amphenol worth $11.3M as of Q2 2026.
  • M.D. Sass LLC bought 15,450 Amphenol shares in Q2 2026, an estimated $1.11M.
  • Amphenol made up 0.74% of M.D. Sass LLC's portfolio in Q2 2026, its #26 holding.
  • M.D. Sass LLC first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • M.D. Sass LLC's Amphenol position peaked at $68.6M in Q1 2025.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on M.D. Sass LLC's 13F filing for Q2 2026, filed 7 Aug 2026.